Hi
I am a new user to Zoho and would like to know whether the following is possible, and if so could someone give me an idea where to look in the help area to develop a solution:
When I convert a lead to a potential I want to be able to trigger sending a standard series of 8-10 emails, each email being sent out automatically every 2-3 weeks, to each of the chosen potentials.
Hope this makes sense and I hope someone can give me some guidance and point me in the right direction
Many thanks
Alan